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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,015 | $209,847-56.6% | $189,520-52.0% | $167,518-45.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | -2.31% | 748.45%-750.8pp | 555.25%-557.6pp | 478.71%-481.0pp |
| Employer contribution / active EE | $3,538 | $6,913-48.8% | $6,161-42.6% | $4,838-26.9% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $752 | $14,295-94.7% | $12,046-93.8% | $12,312-93.9% |